Associate Manager, Workplace Experience - East
SofiNY - New York Posted 14 April 2026
Tech Stack
Job Description
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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
Role Summary
The Associate Manager, Workplace Experience is responsible for leading and developing a regional high-performing workplace West team while ensuring operational excellence, compliance, and consistency across offices. This is a fully in-office role (five days per week).
This role serves as both a strategic partner and hands-on leader — overseeing budgets, safety and compliance standards, team performance, and cross-functional alignment. The Associate Manager is accountable for elevating the employee experience at scale across regional offices while developing talent and driving operational rigor.
Key Responsibilities
Team Leadership Talent Management
Conduct weekly 1:1s with direct reports to provide coaching, accountability, and support.
Provide day-to-day oversight of team performance, including problem-solving support.
Drive team development through structured growth planning and upskilling initiatives.
Own performance management processes including reviews, recognition, feedback cycles, and bonus planning.
Lead hiring processes for the team, including interviewing, selection, and in-person onboarding (with travel as needed).
Step in to provide onsite coverage when team members are out of the office, ensuring business continuity.
Budget Financial Oversight
Conduct monthly budget audits (actuals vs. forecast) to ensure financial discipline.
Serve as primary owner of quarterly budget re-forecasting in partnership with leadership.
Approve payroll weekly and expense reports monthly.
Ensure responsible spending practices and financial transparency across offices.
Safety, Compliance Risk Management
Serve as Crisis Management point of contact for the People team.
Ensure compliance with Emergency Action Plans (EAP) across all offices, including annual updates and site-level accountability.
Act as the primary point of contact for licensing requirements and regulatory compliance.
Ensure office playbooks are reviewed and formally audited annually and updated during major changes (expansions, relocations, etc.).
Operational Excellence Cross-Functional Partnership
Act as liaison between Workplace Leads and key partners including Physical Security, EAs, Employee Experience, Finance, and Facilities.
Collaborate cross-functionally on changes to policies, processes, and operational standards, ensuring clear communication and execution across sites.
Maintain deep knowledge of each office’s operations, challenges, and culture.
Identify and implement process improvements that increase efficiency and consistency across locations.
Leadership Expectations
Leads through influence, clarity, and operational discipline.
Thinks regionally and strategically — not just site-by-site.
Develops others while maintaining high performance standards.
Balances employee experience excellence with fiscal responsibility.
Communicates proactively and ensures alignment between leadership and frontline teams.
Demonstrates maturity, sound judgment, and strong decision-making in high-pressure situations.
Qualifications
5+ years of experience in workplace operations, office management, hospitality, or related field.
2+ years of direct people management experience.
Experience managing budgets and financial reporting.
Strong knowledge of operational and safety ... (truncated, view full listing at source)
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